Everstar Asset Management’s State Street Financial Select Sector SPDR ETF XLF Stock Holding History

Everstar Asset Management’s Portfolio XLF Stock Details XLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.41M	Sell	48,876 -3,066	-6%	-$160K	1.28%	11
2025 Q4	$2.84M	Sell	51,942 -599	-1%	-$31.9K	1.53%	9
2025 Q3	$2.83M	Sell	52,541 -2,765	-5%	-$147K	1.61%	7
2025 Q2	$2.9M	Sell	55,306 -5,689	-9%	-$282K	1.77%	7
2025 Q1	$3.04M	Sell	60,995 -7,892	-11%	-$396K	2.01%	5
2024 Q4	$3.33M	Buy	68,887 +1,394	+2%	+$67.4K	2.36%	5
2024 Q3	$3.06M	Buy	+67,493	New	+$2.95M	2.1%	4

Other funds holding XLF

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Everstar Asset Management's XLF Position: Q1 2026 in Review

Everstar Asset Management reduced its State Street Financial Select Sector SPDR ETF (XLF) stake by 5.9% in Q1 2026, selling an estimated $160K and leaving 48,876 shares worth $2.41M. The position accounts for 1.28% of the portfolio, ranked #11.

Everstar Asset Management first reported a position in XLF in Q3 2024 and has held it in 7 quarters since. The position peaked at $3.33M in Q4 2024. 1,839 funds tracked by Wall St. Rank hold XLF as of Q1 2026.

Everstar Asset Management held 48,876 shares of State Street Financial Select Sector SPDR ETF worth $2.41M as of Q1 2026.
Everstar Asset Management sold 3,066 State Street Financial Select Sector SPDR ETF shares in Q1 2026, an estimated $160K.
State Street Financial Select Sector SPDR ETF made up 1.28% of Everstar Asset Management's portfolio in Q1 2026, its #11 holding.
Everstar Asset Management first reported a position in State Street Financial Select Sector SPDR ETF in Q3 2024 and has held it in 7 quarters since.
Everstar Asset Management's State Street Financial Select Sector SPDR ETF position peaked at $3.33M in Q4 2024.
1,839 funds tracked by Wall St. Rank held State Street Financial Select Sector SPDR ETF as of Q1 2026.

Based on Everstar Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.